Greenroc Strategic Mater... Share Discussion Threads

[honfacifi] 02/11/2023 10:22

I didn't look at your link but saw Oceflump quote it on the LSE, is that another low capital strop mine nothing like your deep vein high capital one?

[honfacifi] 02/11/2023 09:57

When did I say Rio was a minor partner?

There are a few mines coming online next year and a lot that have increased production.

Even for small caps some are putting out much better pfs's and many are further along.

I even think the mine in Ukraine and processing plant are still up and running.

But there's no short supply outside of China and now anode manufacturers are starting up close to most mines or downstream as they say there's soon to be no shortage of them either.

The PFS from Groc wasn't attractive in any way and mining 320m underground on small veins is so less attractive than say a new mine in Mozambique or similar where you can just cheaply strip mine much more and provide almost 100% at 94% flake of say 130 micron to 180 mesh size.

Again do you have any point to make as up to now you just waffled and cried!

FFS I haven't even seen a contaminant analysis from Amistoq let alone an interested party. All they have done is try and find out if their graphite suits batteries they haven't got any interest partner if immediate financing for moving past this stage.

How are so many getting interest but Greenland isn't. Even if Greenland was of interest I wouldn't need Groc I'd just buy the plots nest door and fund it myself as a large corporation and offtaker lol.

Come back when you have backing, until then the share price won't rerate

[the count of monte_cristo] 02/11/2023 07:22

Interested in graphite you say?...RIO a minor partner (currently) you say?....worlds largest known graphite deposit? Might be worth taking a bit of time to research the company me thinks....

SVML

Kasiya's recent Pre-Feasibility Study (PFS) confirmed it could be one of the world's largest natural graphite producers at 244kt per annum with the lowest cash operating costs globally at US$404/t and the lowest CO2-footprint

As one of the largest known natural graphite deposits globally, close to existing infrastructure connecting it to global markets, Kasiya is set to become a strategic source of long term, secure supply outside of China

[honfacifi] 01/11/2023 12:31

In analysis the stocks been languishing around these levels a while, MMs trying to make a market with small bounces up and down. Why is something else going on, are major buys or sells happening? Nope just how it is dosent mean anything you'd have to be making major buys and sells on the highs and lows to make much even then the MMs will simply call on those.

Six small trades today, that's actually quite a lot for this share, most sells but then the price fell because no one bought in the first place why your in this mess.

But the PFS which are always very low compared to the final figures very damning. Most investors now see the logistical impossibility of Groc getting this cash and project underway and no one wants it enough to give the millions even simply to fast track to any next stages.

It's easy to run PR on graphite, securing two hundred million not easy but no one even seems to be coming along ever to buyout and attract players the other option. Its doomed face it. You were sucked in by the graphite hype that's been doing the rounds for years and still isn't true owing to a surplus of graphite in the markets and again this year. China produces a lot but in reality so dose the rest of the world and with new mines, factories in every nation, recycling, new solid state, the still reliance of oil there's never going to be a shortage or rush on the stuff.

But yes the stock went up a tiny tiny amount, other day it went down a tiny tiny amount, graph shows its been doing this a while now. Did you need to really point this out and be made to look stupid. And here's me thinking you were going to name offtakers and anode factories that so far have not given you any interest rather than the childish 'oh look the share rose when he posted he he he' approach.

Almost not worth talking on this level to you if you can't form a reasonable response/defense/realistic idea.

[the count of monte_cristo] 01/11/2023 11:59

Weird how since Honfati turned up deramping the company the stock has performed very well. One has to question how well the stocks he is positive are doing.

[honfacifi] 01/11/2023 07:35

hxxps://voltresources.com/assets/zavalievsky-graphite/

[honfacifi] 31/10/2023 07:17

Ok they say close to 150 staff and £110 million for a mine!

440 thousand ton a year, that's a few boats minimum!

That's the issue where is all this coming from and this is quite a low figure I'd estimate it a lot more.

The PEA is off-putting and you have no agreement from any one who could finance this huge expenditure that's needed.

Dosent give details of where your going to get 150 trained mine staff, how you transport it or the that this would be cheaper to do in a European country in one of the many that have lots of graphite.

Is this why after years still no interest or chance?

[honfacifi] 30/10/2023 20:53

A comprehensive PFS typically includes:

Resource estimation: An updated assessment of the mineral resources available for extraction.

Mining methods: Evaluation of the most efficient and cost-effective methods for mineral extraction.

Capital and operating costs: Detailed cost estimates for both the initial capital investment and ongoing operational expenses.

Economic analysis: A projection of the project's financial performance, including ROI, net present value (NPV), and internal rate of return (IRR).

So when the PFS comes in and it totals up the cost of the mine, workforce and capital needed which runs into the tens/hundreds of millions for the average offtake any EV market in terms of tonnage. Well who is going to come here and say here's Fifty million to train staff, site a froth flotation plant and processing plant, mining teams, excavating machinery etc.

Then you will see it's never going to happen, tbh they will simply doctor it to look good but we can Google Syrah and such to see just how much capital a mine especially vein underground type needs.

[honfacifi] 30/10/2023 16:38

They would need a few hundred million, a lot more to reach bigger volumes.

The PEA isn't offtake or interest, don't think that achieves anything.

Again come back when they have interest and offtakers, all hot air till then.

You understand the ilmenite asset is now worthless, multi element asset worthless. All they have is a long ramp on graphite that so far in ten years has seen no interest.

[the count of monte_cristo] 30/10/2023 13:39

The more Honfati posts, the more it keeps going up. Has he got it all wrong? Are his hours of waffling a total utter waste of time?

[toplocks1] 30/10/2023 06:51

I will be very interested in the PEA which is due out in the next few days. This is usually a depth independent view on wether it’s a potential viable asset. The next year is crucial in that they will need secure substantial finance and an off take agreement if this is to go anywhere.
GLA

[honfacifi] 29/10/2023 22:32

I can't see a way forward for Groc, I can join the same groups get the same response from a non viable asset. There's no offtakers or notes of intent I'm seeing it all as hot air unfortunately.

Why didn't they try to align with the Canadian graphite mine across the other waters, closer, developed I'm sure they have offtakers.

[toplocks1] 29/10/2023 20:54

Hi Hon
Been following some of your threads with interest over the last few weeks. I happen to believe that Groc has a future and I’m currently an investor. I feel Europe and the rest of the world need to pull away from the reliance on China for a host of materials not just graphite. ASSB solid state batteries I believe are years away yet, minimum of 2028-2030 production. Their current exorbitant cost and difficulty of manufacture are holding them back for foreseeable future. I believe Graphite demand during this time will as forecast substantially increase. I respect your views and follow them with interest, who knows we could both be wrong and hydrogen comes up on the outside and pips us to the post.

[honfacifi] 29/10/2023 20:30

If we revealed what we have learnt this last 7 yrs just how corrupt & rotten to the core the AIM/Small Cap arena is from brokers to Nomads (yes, incredibly) to PR outfits & organised syndicates its doubtful people would believe us. But its true. U put your money here at peril.

This is what is being said about you and many others, years of PR yet nothing developed except the boards tasty bank balances.

[honfacifi] 29/10/2023 20:26

It should be noted that these projections out to 2050 are to a large extent guesses,

solid-state batteries (which replace a liquid electrolyte with a solid one) that use lithium as an anode. The mix of technologies that ultimately will triumph is still an open question, which means the precise trajectory of graphite demand is tough to predict

Quotes from that ridiculous article that make you look even more stupid!

[honfacifi] 28/10/2023 04:13

'The global graphite production was estimated at 1,202.6 thousand tonnes (kt) in 2022 and is expected to grow at a CAGR of more than 4% from 2023 to 2026. The increased graphite production will be supported mainly by the increased output from Mozambique, Madagascar and Brazil due to the commencement of Montepuez Central Graphite project (50ktpa) in Mozambique, Molo Graphite project (17ktpa) in Madagascar and Santa Cruz Graphite project (25ktpa) in Brazil.

In terms of reserves, the global natural graphite reserves stood at 330 million tonnes (Mt) as of January 2023. Of this, Turkey, China, Brazil, Madagascar, and Mozambique were the top five countries, accounting for a collective 267Mt. Of the remainder, Tanzania and India accounted for a collective 63Mt of natural graphite reserves.'

I couldn't even summarise the list of developing graphite reserves or the new mines coming online. It is fake news there's a shortage or ever will be.

[honfacifi] 27/10/2023 18:19

Some real facts -

Since way back when someone economist predicted a graphite shortage due to surging EV markets neither has happened. We not only met graphite demands and surpassed so that some mines dialled back production to stabilise prices but the EV market was slow to adopt and we still kept our reliance on fossil fuels. That prediction and the one the Count and Groc band about was wrong.

- There are and will be no restrictions on graphite, this seems more a geo political economic war between certain nations. We see it with other commodities but when was the last time you went into a phone shop and they said sorry we're short of phones due to a restriction on critical materials. We simply outsource and define new reserves. Even more we as a nation can put restrictions on our goods which is too often the case especially with tariffs and taxes.

- Graphite has taken off in many nations, we actually have more than enough to meet 2040 targets due to a reinvigorated mining sector which over the years has sought reliance and domestic production. I cite America as one nation that just gave billions to develop its own sources most of which will be coming on line in the next few years but many others are worthy of note. It's not about grades, almost all deposits hold this EV grade and the bigger the resources the bigger the supply meaning volume in situ was always more important than grades. Countries didn't seek out high grades more high volume which would give higher volumes of high grades.

Groc has no real world class reserves, the volume it could provide tiny even the high grades, Tirupati for instance produces more high grade fromm it's larger reserves that Groc ever could even dwarfing Groc whilst selling all its lower grade to refractory and such industrial needs for that product which has expanded much faster than the EV sector.

All hype from the Count and Groc who want, no need you to believe they have some world class highly needed product.

As we see it's simple to beat back idiots who tow this graphite shortage and restrictions line with the facts. They rely on the unsuspecting to believe but past that there's been no interest in Greenland or Groc why there's barely a mine there and why no EV or battery companies have made commitments despite their investment and intents elsewhere amounting to hundreds of billions.

Lastly our dependence on graphite has been surpassed by the advent of solid state batteries and new 2030-2045 models and predictions made to supercede the old graphite hype that Groc and the count still spiel at every chance.

When someone says do your own research I hope you did it properly, look at solid state advancements, Google graphite by country see that Greenland dosent even hold 0.1% of the world's reserves, Google geo political wars between China America Europe and understand why restrictions are placed and the outcomes.

Did the Count look stupid for trying to come up against me with his rubbish only to be buried under a more accurate view of the situation plus the future of graphite in cars with solid state breaking into the scene? I think so, he didn't have one single thing to offer that wasn't shot down by fact and simple Google searching of the said topics.

If your desperate to only invest in graphite take a look at the upcoming Swedish companies,Plots in Turkey, South America and so on, don't look at pointless no infastructure far away tiny resources since that's so far from the bigger picture and merely another Aim ramp that's never going to happen.

[honfacifi] 27/10/2023 17:29

Lol you couldn't handle the responses, you got stuff so wrong.

Next time do your homework and who cares the share price it's always %70 down, you comment because you bought in at that impressive 0.11 lol

[the count of monte_cristo] 27/10/2023 15:49

Sp continues to increase the more Honfatiti post. Correlated?

[honfacifi] 26/10/2023 16:45

Clears up the matter quite well, goes on to conclude it will have no impact in the long term.

America previous to this gave billions in funding to producing its own graphite. It also went a step further into recycling any spent graphite.

It seems to us all your use and theirs is mere hype and rhetoric nothing more and looking at how countries have invested and increased their capacity to produce the reason why the report reports no long term impact.

But of course a failing company would try to bottom feed of this, it's their only angle as no one is interested in it or Greenland.

Was it a shock to find out there are major sources of graphite in Europe and most have gained heavy interest and funding! Does it hurt that the reports detail no impact to markets! No restrictions to anyone as of yet!

I'm sure you will try and worm your way out of this mess but anyone with sense sees your dead wrong and merely using some geo political situation between America and China as some reason the world needs to invest in your pitfully small asset. No one cares about grades, why most mines have a huge reserve of high grade battery graphite in amongst the lower grades that's easily processed for the EV market, in fact grades are rarely mentioned and the size of the asset more important which is why much lower grade larger reserves supply the battery market with the rest going to refractory and such manufacturers.

Keep hiding the truth, it's just another shameless ploy to try and hook in investors, big companies know better why you never got any interest.

[honfacifi] 26/10/2023 15:17

Again name one company that has been restricted? There are no restrictions and China says it will honour every order plus for 18 months car manufacturers say all future orders filled.

It was t a restriction no one has been restricted and as to China it seems more a response to America controls on certain products not that there's any shortage or will be.

The market is not being restricted it is only being set up this way and I'd you want to restrict China it has the ability now to restrict back simple

Again name one restriction on graphite, all orders reported filled for ay least 18 months so there's actually no restrictions.

Yes you were on the Alba board a while back said it was going to fly,think that's still in your profile post history numb nuts lolol.

I've answered your questions but you gailtto answer a single of mine.

Who's been restricted, every order filled!

How many mines in Greenland?

What infastructure does Greenland have?

What percentage of world graphite resources are in Greenland?

Because you were on the Alba board at a time a while back you try to use that as an excuse to avoid answering these easy questions in Greenland and graphite!

So childish lol

[the count of monte_cristo] 26/10/2023 11:12

You should email them and tell them they are wrong, lol:)

Honfacti - "China has restricted no one, it's a bad choice of words and really fails to describe the actual situation".



"China says it will control the export of graphite and graphite materials. That means that in the future if a company in China is producing graphite or graphite anode materials, it will have to apply for a license or permit from the Chinese government to export the materials. This means that the material will not be freely exported anymore," Northern Graphite chief executive Hugues Jacquemin told Mining Journal.

[honfacifi] 26/10/2023 06:49

Firstly you failed to answer the very simple questions on Greenland, I asked multiple times so would seem that a sore point to you.

Secondly most are factoring in the advent of solid state batteries by 2030 so graphite demands were re calculated and yes the investments recently made in many countries and mines including America will handle the increased demand as per the current economic forecasts

China has restricted no one, it's a bad choice of words and really fails to describe the actual situation.

Then I referenced the sheer global volume still available outside of China, that's where most investment has gone. Turkey, Ukraine, Finland, Sweden etc all have much larger resources and closer, easier and cheaper to mine and develop than your so called world class asset.

Most EV companies are banking on solid state, I know the domestic personal battery market is already starting but wait,Vis that BMW, Mercedes, Porche et al all committing to the new and now available non graphite tech.

Haven't even mentioned that giga factories prefer to set up near mines not a long boat journey away, the mines in Europe are positioned well, Greenland isn't and not Europe centric.

Tirupati has more super jumbo flake than the whole of Greenland available but it's not vein mining just strip mining puts at a much lesser cost, red tape and so on.

The best you could do was flip the asset but who would buy that when better can be bought in Europe for that particular market. Fancy a slice of the largest deposit in the world Turkey, simple go buy in,bits a train away from the whole European market not months on a boat. Guess that's what a Sweden is now going to scale up it's production too and Ukraine, well the war ends and anyone can buy a lease there and make tons of the stuff since they need the cash to rebuild.

If I look at all the global graphite markets Greenland just dosent factor in and if your not getting millions and backing by now you've been left behind.

The answer to the question how many mines there are in Greenland is two. All that hype for the last thirty years and still no one wants or needs it


Now the fact the world likes graphite dosent make you world class or even a 0.01% of any market let alone get any real interest. If you had battery and EV interest it would state those companies in the RNS i.e. Toyota etc but it doesn't and you have no backers or offtakers. You might drum up some refractory deal if you had a mine but even then that's hundreds of millions and years away which by that time plenty of other mines and assets will be producing over %100 of the world's needs well past 2030.

Who has China restricted, who has it said it will restrict? No one, all car manufacturers report their orders filled for the next year, more hyped up fake news from Groc, the world class asset no one wants.